The AI Infrastructure Stack
Overview  /  Tier IV Compute Hardware  /  Layer 09: CPUs, Memory & Storage
Sub-category 9.4

NAND Flash & Enterprise SSDs

Hot training data and checkpoint storage. AI is driving QLC/PLC density and large-capacity enterprise SSDs.

Players

Players: Samsung 005930.KS, SK Hynix / Solidigm 000660.KS, Kioxia 285A.T, Micron MU, SanDisk SNDK, Pure Storage PSTG, NetApp NTAP, Silicon Motion SIMO (controllers), Phison 8299.TW (controllers)

Analysis coming soon — this page is scaffolding for deeper research into nand flash & enterprise ssds.